Google is set to report Q2 2025 earnings with investor expectations for double-digit revenue growth. YouTube's continued strength, driven by Shorts and connected TV engagement, plays a crucial role. The recent call indicated broad momentum across ad formats and products, highlighting a significant rise in YouTube Shorts engagement and revenue growth. The market anticipates updates on AI monetization, particularly through Cloud services and Gemini products, as well as clarity on YouTube's advertising demand and performance targeting.
YouTube Shorts engagement rose 20% YoY in Q1, with revenue per watch hour matching or exceeding traditional in-stream ads in key markets like the U.S.
Consensus implies 11.1% YoY revenue growth and a 20.1% EPS increase, reflecting operating leverage and improving ad pricing across YouTube and Search.
Management will likely offer updated monetization data, highlighting new AI-powered ad products and the overall momentum in ad formats.
Investors focus on evidence of durable AI monetization and whether Google Cloud's recent reacceleration can continue, affecting the overall top-line expansion.
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